Michael Beale Banta

Oprichter bij Banta Asset Management LP

55 jaar

Finance

Consumer Services

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Bedrijven	Functie	Begin	Einde
Banta Asset Management LP Banta Asset Management LP Investment ManagersFinance Banta Asset Management LP (Banta) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was co-founded by Mark, Michael, and Stephen Banta in 2004 along with their father, David Banta. Banta offers discretionary investment advisory and financial planning services to individuals, high net-worth individuals, and trusts and estates. In addition, they offer advisory services to pension and profit-sharing plans, charitable organizations, and businesses.	Oprichter	01-01-2004	-

Bedrijven	Functie	Begin	Einde
Smith Barney & Co., Inc.	Corporate Officer/Principal	01-08-1993	-

University of Redlands

Undergraduate Degree

Internationaal

Verenigde Staten

Operationeel

Founder	1
Undergraduate Degree	1
Corporate Officer/Principal	1

Sectoraal

Finance	3
Consumer Services	2

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Banta Asset Management LP Banta Asset Management LP Investment ManagersFinance Banta Asset Management LP (Banta) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was co-founded by Mark, Michael, and Stephen Banta in 2004 along with their father, David Banta. Banta offers discretionary investment advisory and financial planning services to individuals, high net-worth individuals, and trusts and estates. In addition, they offer advisory services to pension and profit-sharing plans, charitable organizations, and businesses.	Finance
Smith Barney & Co., Inc.	Finance

Bedrijven in privébezit

Finance

Smith Barney & Co., Inc.

Finance